My sense of NAIF and it's function is that it very much deals with the macro. This mIght make it a PSD darlIng after the Legune deal is completed. That definitely excites me. I'll go out on a limb and add the fact that the project is likely to turbo-charge economies in remote regions rather excites the government as well. This is at the heart of why this loan scheme was initially set up. No? I'm only as good as the last report I've read, and the predicted heat around oversIghts in detail wIll be batted away wIth the reality, among other factors, of hIgh qualIty IndIgenous employment.
How close the company are to Canavan and how effective Robb might be in all this is anyone's guess but is intriguing too. I choose to be very optImIstIc about how thIs mIght play out. The company have been really consistent and as they inch closer to a FID we're startIng to see more and more evidence of sound decIsIon-makIng.
Meanwhile It seems some are loaded up on a whole heap of knowledge but theIr judgment's all askew from a lIttle too much skIn In this one.
Perhaps 'EmotIveprawn' is a more apt moniker...
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